Indie Asset Partners’s State Street SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Indie Asset Partners’s Portfolio ONEY Stock Details ONEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,227	Closed	-$462K	–	97
2025 Q1	$462K	Sell	4,227 -93	-2%	-$10.3K	0.4%	42
2024 Q4	$470K	Buy	4,320 +474	+12%	+$53.4K	0.37%	48
2024 Q3	$431K	Buy	3,846 +530	+16%	+$57.4K	0.32%	53
2024 Q2	$344K	Buy	+3,316	New	+$349K	0.27%	60

Other funds holding ONEY

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Indie Asset Partners's ONEY Position: Q2 2025 in Review

Indie Asset Partners sold out of State Street SPDR Russell 1000 Yield Focus ETF (ONEY) in Q2 2025, closing a stake of 4,227 shares — an estimated $462K sold.

Indie Asset Partners first reported a position in ONEY in Q2 2024 and held it in 4 quarters. The position peaked at $470K in Q4 2024. 111 funds tracked by Wall St. Rank hold ONEY as of Q2 2025.

Indie Asset Partners reported no remaining State Street SPDR Russell 1000 Yield Focus ETF position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 4,227 State Street SPDR Russell 1000 Yield Focus ETF shares in Q2 2025, an estimated $462K.
Indie Asset Partners first reported a position in State Street SPDR Russell 1000 Yield Focus ETF in Q2 2024 and held it in 4 quarters.
Indie Asset Partners's State Street SPDR Russell 1000 Yield Focus ETF position peaked at $470K in Q4 2024.
111 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Yield Focus ETF as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.